See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,207 | $118,680+281.0% | $98,907+357.2% | $158,922+184.5% |
| Participation rate | 88.2% | 77.8%+10.4pp | 76.0%+12.2pp | 82.0%+6.3pp |
| Annual return | 12.09% | 372.35%-360.3pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,954 | $3,333-11.4% | $2,689+9.8% | $4,761-38.0% |
| Participant deferral / active EE | $8,807 | $5,088+73.1% | $4,244+107.5% | $5,982+47.2% |
| Admin fee / account holder | $27,563 | $10,131+172.1% | $6,642+315.0% | $11,246+145.1% |